Chicago Partners Investment Group’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.97M | Buy |
10,275
+487
| +5% | +$378K | 0.23% | 87 |
|
|
2025
Q1 | $6.28M | Buy |
9,788
+181
| +2% | +$116K | 0.21% | 101 |
|
|
2024
Q4 | $6.01M | Buy |
9,607
+5,780
| +151% | +$3.62M | 0.2% | 104 |
|
|
2024
Q3 | $2.3M | Sell |
3,827
-43
| -1% | -$25.9K | 0.08% | 195 |
|
|
2024
Q2 | $2.46M | Sell |
3,870
-138
| -3% | -$87.8K | 0.1% | 188 |
|
|
2024
Q1 | $2.53M | Buy |
4,008
+52
| +1% | +$32.8K | 0.11% | 167 |
|
|
2023
Q4 | $2.52M | Sell |
3,956
-81
| -2% | -$51.5K | 0.12% | 161 |
|
|
2023
Q3 | $2.03M | Buy |
4,037
+468
| +13% | +$236K | 0.11% | 179 |
|
|
2023
Q2 | $1.78M | Sell |
3,569
-263
| -7% | -$131K | 0.09% | 207 |
|
|
2023
Q1 | $1.69M | Buy |
3,832
+3
| +0.1% | +$1.33K | 0.1% | 200 |
|
|
2022
Q4 | $1.64M | Buy |
3,829
+98
| +3% | +$41.9K | 0.1% | 195 |
|
|
2022
Q3 | $1.38M | Sell |
3,731
-171
| -4% | -$63.3K | 0.1% | 185 |
|
|
2022
Q2 | $1.78M | Buy |
3,902
+20
| +0.5% | +$9.12K | 0.13% | 150 |
|
|
2022
Q1 | $1.37M | Buy |
3,882
+230
| +6% | +$81.3K | 0.1% | 168 |
|
|
2021
Q4 | $1.93M | Sell |
3,652
-68
| -2% | -$36K | 0.14% | 146 |
|
|
2021
Q3 | $2.26M | Buy |
3,720
+37
| +1% | +$22.5K | 0.16% | 129 |
|
|
2021
Q2 | $1.95M | Buy |
3,683
+74
| +2% | +$39.2K | 0.14% | 134 |
|
|
2021
Q1 | $1.51M | Buy |
3,609
+142
| +4% | +$59.4K | 0.12% | 144 |
|
|
2020
Q4 | $1.3M | Buy |
3,467
+226
| +7% | +$84.7K | 0.12% | 143 |
|
|
2020
Q3 | $1.05M | Buy |
3,241
+171
| +6% | +$55.6K | 0.12% | 132 |
|
|
2020
Q2 | $909K | Buy |
3,070
+237
| +8% | +$70.2K | 0.11% | 143 |
|
|
2020
Q1 | $752K | Buy |
2,833
+18
| +0.6% | +$4.78K | 0.12% | 140 |
|
|
2019
Q4 | $779K | Sell |
2,815
-13
| -0.5% | -$3.6K | 0.1% | 159 |
|
|
2019
Q3 | $732K | Buy |
2,828
+1,797
| +174% | +$465K | 0.1% | 147 |
|
|
2019
Q2 | $290K | Sell |
1,031
-969
| -48% | -$273K | 0.04% | 265 |
|
|
2019
Q1 | $516K | Buy |
+2,000
| New | +$516K | 0.08% | 177 |
|